Law firms

A law firm answering service that captures every new-matter call, 24/7.

An AI receptionist on your firm's number. It answers the new-matter call at 10:40 pm, takes names before facts so your conflict check runs first, books the consult, and routes the arrest call to your on-call lawyer. Legal advice stays with your lawyers. Month to month, cancel any time.

Book my call

15 to 30 minutes on Google Meet.

Call the demo line

Or call (866) 413-5421 and say you're a law firm

Names first, for the conflict checkIntake to your script, word for wordLive within 7 business days of kickoff
Harbour & Pine LawIncoming · mobile
Answered

Harbour and Pine Law, this is Riley, the firm's AI assistant. This call is recorded. How can I help?

I was rear-ended tonight. The other guy's insurance already called me. Do I need a lawyer?

I'm sorry that happened. I can't give legal advice, but I can book you with a lawyer who can answer that. First, is anyone hurt and needing an ambulance right now? If so, please hang up and call 911.

No, I'm home.

Okay. Before you tell me anything about what happened, the firm checks that it's able to act for you. Can I have your full name, and the name of the other driver or their insurance company?

Elena Brooks. The other driver is Mark Feld, and it's Pellowick Insurance.

Thank you. What date did it happen, and in which city?

Tonight, on Route 9 in Fairview.

Got it. The lawyer will go through what happened, including any injuries, with you directly. The first consultation is free here. I can do Monday at 9:30 or 11:00. Which works?

9:30.

Booked: Monday at 9:30 with Ms. Okafor. Is it safe for me to text a confirmation to this number?

Yes.

Sent. Please bring any letters or emails from the insurance company to the appointment. Anything else?

No. Thank you.

You're welcome, Elena. Monday at 9:30. Good night.

Elena gets a confirmation text. The firm gets an intake summary with the names first: Elena Brooks; other party Mark Feld; insurer Pellowick Insurance. Flagged: run the conflict check before the consult.

Riley · AI receptionist

Scripted sample. Names are made up.

Call types

Six calls a firm gets, and what Riley does with each

Sorted the way your intake coordinator would, and set with you at kickoff.

CallWhat it sounds likeWhat Riley does
New potential client"I need a lawyer for a divorce. What do I do first?" Names first, then only the facts needed to book the consult.books
Arrest or detention, after hours"My son was just arrested. They took him to the county jail." Names, where he's held, then your on-call lawyer. If nobody picks up, the lawyer gets a text and an email at once.transfers
Caller in immediate danger"I need to leave tonight. He's downstairs." Riley says to hang up and call 911, then asks whether it's safe to call back at this number.tells them to call 911
Existing client about their file"Did the other side respond yet?" Riley never discusses the file. The responsible lawyer or assistant gets the message.takes a message
Opposing party or their insurer"Your client hit my car. I want to talk about it." Riley discusses nothing and confirms nothing, including who the firm acts for.takes a message
Closing-day wire question"I got new wiring instructions by email. Can you confirm them?" Riley never confirms payment details, tells the caller not to send money, and flags your clerk as urgent.transfers
Step by step

A call, second by second

A family member calls at 1:15 am. The firm has an on-call lawyer and a transfer rule for custody calls.

1
0:00

Answered within two rings

On your firm's number, forwarded to ours after hours or on no answer. The two rings count from when the call reaches our line, not the rings on your own line before it forwards. The greeting says it's an AI and that the call is recorded.

2
0:05

Straight to the lawyer

"I'm going to get this to the on-call lawyer right now. The lawyer gives the advice." The caller knows what to expect in one breath.

3
0:12

Names before facts

The person in custody, the caller, and anyone else charged with them. The names go to your conflict check before anyone tells their story.

4
0:25

Where, and when

Where they're being held, and any court date. Nothing about the alleged offence. Those facts are for the lawyer.

5
0:40

Warm transfer to the on-call lawyer

Riley tries your on-call lawyer. If they pick up, the call is handed over with the names already captured.

6
0:55

If nobody picks up

The lawyer gets a text and an email with everything the caller said, and the caller is told who will call back and on which number.

7
1:10

Safe to text?

Before any confirmation goes out, Riley asks whether it's safe to text or leave a voicemail at this number. A 'no' stops every automated message to that caller.

The rules

Rules it follows in a firm

Every line is designed around the rules on supervising non-lawyer help and on duties to prospective clients. Valistix runs your intake; your lawyers give the advice and make every call on the matter.

No legal advice, no 'you have a case'Riley says it's an AI, leaves legal advice to your lawyers, and books the caller with one. Legal questions are referred, never answered. It never accepts a matter or says the firm will take it.
Intake questions onlyIt collects what the firm needs to decide whether to book: matter type, date or deadline, location or court, how they heard of you, and how to reach them safely. Injuries, offences and the story itself are left for the lawyer.
Names first, for the conflict checkThe caller's full name and the other parties come before any facts. The names reach your desk or intake system so your own check runs before the consult. Your firm decides conflicts; Riley gets you the names first.
Your fee wording, nothing inventedIt states only your approved facts: a free or paid first consultation, and the fee basis as you word it (hourly, flat or contingency). It never estimates what a matter will cost or quotes a result.
Never confirms who the firm acts forAn opposing party, an insurer, a spouse: Riley discusses nothing and confirms nothing. It takes a name and number for the lawyer.
Never gives, confirms or changes payment or wire instructionsOn a closing-day call, it says the firm never changes wire details by email, tells the caller not to send money until they've spoken to your clerk on a known number, and flags the call as urgent.
Marketing copy that follows your law society or bar rulesWebsites, ads and review replies we write for firms are checked against your regulator's advertising rules: truthful and verifiable claims, past-results disclaimers, 'specialist' only where certified, and review replies that reveal nothing about any client.
After the call

The follow-up, in texts.

After the Saturday-night call. The firm's intake summary and Elena's confirmation. Riley asked whether texting was safe before sending anything; for a caller who says no, none of these go out.

  • 10:47 pmTo the firm: New matter, personal injury. Caller: Elena Brooks. Other party: Mark Feld; insurer Pellowick Insurance. Incident: motor-vehicle collision, Route 9, Fairview, tonight. Consult booked Mon 9:30 with Ms. Okafor. Texting: safe. Run the conflict check before the consult.
  • 10:47 pmTo Elena: Harbour & Pine Law: your consultation is Monday Oct 5 at 9:30 am with Ms. Okafor. 300 Harbour St, suite 4. Please bring any letters or emails from the insurance company. Reply C to confirm.
  • 10:49 pmC
  • 10:49 pmTo Elena: Confirmed. See you Monday at 9:30.
  • Sun 9:30 amTo Elena (reminder): Reminder: Harbour & Pine Law, Monday at 9:30 am. Reply C to confirm, or call the office to move it.

Scripted sample. Names are made up.

Your businessText · via Valistix

To the firm: New matter, personal injury. Caller: Elena Brooks. Other party: Mark Feld; insurer Pellowick Insurance. Incident: motor-vehicle collision, Route 9, Fairview, tonight. Consult booked Mon 9:30 with Ms. Okafor. Texting: safe. Run the conflict check before the consult.

To Elena: Harbour & Pine Law: your consultation is Monday Oct 5 at 9:30 am with Ms. Okafor. 300 Harbour St, suite 4. Please bring any letters or emails from the insurance company. Reply C to confirm.

C

To Elena: Confirmed. See you Monday at 9:30.

To Elena (reminder): Reminder: Harbour & Pine Law, Monday at 9:30 am. Reply C to confirm, or call the office to move it.

Follow-up · automatic

Scripted sample. Names are made up.

What you get

Beyond the phone

Get Answered takes the intake. Get Found explains how hiring you works and puts your practice areas in front of people who need them, and Get Booked runs ads inside the rules.

A website that explains the process and the fee basis

Your consult policy and fee basis in plain words, click-to-call that rings Riley, and the responsible lawyer's name where your rules require it, with room for a page per practice area and a 'how hiring us works' page. Every claim is checked against your regulator's advertising rules. Hosting, security and care come with it, and the site is yours once it's paid for. Part of Get Found.

Local SEO for 'lawyer near me'

Your Google Business Profile by practice area, legal directory listings cleaned up, practice-area and office pages, review follow-up to closed-file clients who consented, and replies that reveal nothing about any client. Local SEO every month, and a monthly report on where you show up and what it brought in.

Ads inside the rules

Google Search for practice-area searches and Local Services Ads where Google offers legal categories. Our fee is flat, never a share of legal fees. Bail-bond promotion stays out, as Google requires. Every call and form tracked, and a monthly report on what you spent, what rang and what booked. Ad spend goes straight from your card to the platform. See Get Booked.

Follow-up, only to people who asked

A consult reminder. A 'you didn't book, would you like to?' text to callers who asked for a follow-up. Google review follow-up to closed-file clients. Nothing to anyone who never contacted you, and nothing to a caller who said texting isn't safe. All part of Get Answered.

Your rules

You control it. Here's what it never does.

Your script, your intake questions, your transfer rules. Set on the kickoff call, and yours to change.

What you control

  • Which matter types and practice areas it books, and the referral line for the rest
  • Your consult policy and fee basis, in your words
  • Who the on-call lawyer is, which calls transfer (custody, detention, same-day deadlines, closing day) and when
  • The intake questions, in order, and the ones it must never ask
  • How long recordings and transcripts are kept
  • Whether confirmations go out at all, and the exact wording

What it never does

  • Give legal advice or say whether someone has a case
  • Accept a matter, quote a result, or say the firm will take the case
  • Discuss an existing file or confirm that anyone is or was a client
  • Give, confirm or change payment or wire instructions
  • Text or leave a voicemail for a caller who said it isn't safe
  • Call anyone who didn't ask for a callback
Step by step

What your setup fee builds, item by item

One time, charged at signing with your first month. It pays for the whole build, done for you by one of our specialists, so your receptionist sounds like part of the firm from its very first call.

1
1

A script written for your business

One of our specialists writes your receptionist's script from your kickoff call: how it greets your callers, what it asks, and what it says on every kind of call, from the 10:40 pm new-matter call to the 2 a.m. arrest. You approve it before it answers a single call.

2
2

Your call flows and emergency rules

Who gets a live transfer and when, what counts as urgent (an arrest or detention, a custody call, a same-day deadline, closing day), when it tells a caller to hang up and call 911, and when it takes a message and texts you.

3
3

Your price sheet and answers, from your own information

Your hours, services, prices (your consult policy and fee basis, in your words) and the questions your customers ask most, built in so it quotes what you gave it and never guesses.

4
4

Calendar and booking, connected

Booking set up in your calendar or your practice-management or intake system, connected at kickoff, so it books the consult while the caller is still on the line.

5
5

Number forwarding, set up with you

We give you the number to forward to and set it up with you, after hours or on no answer. Your number stays yours, and you can un-forward it in a minute.

6
6

Text-message registration with the carriers

We file your business details with the carriers (A2P 10DLC in the US), so confirmations and summaries reach phones.

7
7

Voice and greeting, tuned to you

A greeting that answers with your firm's name, says it is an AI and that the call is recorded, and sounds right for your firm.

8
8

Test calls before go-live

It is built and tested on our line, and you hear it on test calls before your callers do.

9
9

The go-live checklist

Everything checked before your first live call: script approved, test calls passed, forwarding on, booking connected.

10
10

The Seven Days promise behind it

Live within 7 business days of your kickoff call, or, if the delay is ours, the Get Answered setup fee comes back.

For a firm

Three stages. Start with the one you need most.

For a firm, we usually recommend starting with Get Answered, because intake is the job: the new-matter call at 10:40 pm calls the next firm if nobody picks up. Get Found and Get Booked put your practice areas in front of more people who need them. One of our specialists matches each stage to your firm on a short call.

01

Get Found

Be the one they find.

A site that explains the process and the fee basis, and a Google profile by practice area, checked against your rules.

  • A website built to make the phone ring.
  • Your Google profile and reviews working for you.
  • Your listings cleaned up.
  • Local SEO every month.
  • A monthly report on where you show up and what it brought in.

Local SEO every month in the bigger sizes, with listings cleaned up everywhere and local link outreach in the biggest.

Comes in three sizes, matched to your business on a short call.

See if it fits my business, Get Found
02

Get Answered

Every call answered, day and night.

Names first for the conflict check, consults booked, the arrest call to your on-call lawyer, and follow-up only to people who asked.

  • An AI receptionist on the number you already have.
  • Answers 24/7 with your business name and follows your script.
  • Books the job into your calendar.
  • Sends the customer a confirmation by text and email.
  • Puts urgent calls through.
  • Texts and emails you a summary after every call.

Hang-up text back, follow-up, website chat, review follow-up and CRM links in the bigger sizes.

Comes in three sizes, matched to your call volume on a short call.

See if it fits my business, Get Answered
03

Get Booked

More calls, starting now.

Google Search for practice-area searches and Local Services Ads where Google offers legal categories.

  • Ads and marketing built for your business.
  • Google, Local Services, Microsoft and Meta, chosen for your market.
  • Landing pages built for your campaigns.
  • Every call and form tracked.
  • Weekly optimization.
  • A monthly report on what you spent, what rang and what booked.
  • Ad spend goes straight from your card to the platform.

From one channel up to all four; landing pages, form tracking and weekly optimization in the bigger sizes, and retargeting in the biggest.

Comes in three sizes, matched to how fast you want to grow.

See if it fits my business, Get Booked

Tell us what you need

Need all three, several locations, or something specific?

Tell us what you need and we'll build the plan.

Several offices, several practice groups, or all three at once? We'll build it around your firm.

Help me chooseNot sure where to start? Five quick questions, about a minute.
Canada and the US

Canada and the US

Canada Billed in C$

  • Billed in C$, at the price on your Order Form, month to month, cancel any time. No tax is added today; if we're required to register for GST/HST it's added from the date the law requires.
  • Your provincial law society's rules govern what non-lawyers may do and how you may market. We design to the Federation's Model Code that the common-law provinces build on: no advice, no accepting matters, no disclosing that someone consulted you, and marketing that's demonstrably true and never claims superiority or aggression.
  • French as a second language, set up at kickoff. We serve firms in every province except Quebec.
  • Follow-up and review texts are commercial electronic messages under CASL: a purchase in the last two years or express consent. We build that in, and a caller's 'no texts' overrides everything.

United States Billed in US$

  • Billed in US$, at the price on your Order Form, month to month, cancel any time. We register your business with the carriers for A2P 10DLC at setup, so your confirmations and summaries reach phones.
  • Your state bar's rules apply. We design to the ABA Model Rules: duties to prospective clients (names before facts), supervision of non-lawyer help, truthful advertising, 'specialist' only where certified, and no live solicitation. Florida's ethics opinion on AI intake is our spec everywhere: AI disclosed, factual questions only, no advice.
  • Spanish as a second language, set up at kickoff.
  • Several states require every party's consent to record a call. The recording notice is in every greeting and can't be removed.
  • Local Services Ads list legal categories in the US. Our fees are flat, never a share of legal fees, and bail-bond ads stay out, as Google requires.
Straight answers

Questions lawyers and office managers ask

Does it give legal advice?

No. It tells every caller it's an AI assistant, leaves legal advice to your lawyers, and books them with one. You approve every word of the script before go-live.

How does it handle conflict checks?

It asks for the caller's name and the names of the other people involved before asking what happened. The names go to your desk or intake system so your own check runs before the consult. Your firm decides conflicts.

Can it reach me for an arrest, a detention or a closing-day problem at 2 am?

Yes. At kickoff you tell us which calls transfer to whom and when; everything else is texted and emailed to you straight away. Anyone in danger is told to hang up and call 911 first.

What does it cost?

Each stage comes in three sizes, and your price is matched to your business on a short call or by email. You see it in writing on a one-page Order Form before you sign, and every monthly service is month to month.

Will it text people about their case?

Only people who contacted you, and only after asking whether texting is safe. A 'no' stops every automated message to that person. Texts never mention the matter, and we register your firm with the carriers (A2P 10DLC in the US) at setup.

Does it work with my practice-management or intake system?

Yes. CRM links, in the bigger sizes, connect Riley to your practice-management or intake system, set up at kickoff, so the names and the consult land where your team works. Every intake also arrives by text and email right away.

Is this allowed by my bar or law society?

It's built for those rules. Regulators don't pre-approve vendors; the rules that apply are the ones on supervising non-lawyer help, and the setup follows them: you approve the script, you get a summary and transcript of every call, and you stay the decision-maker.

Is there a contract?

No long-term contract and no minimum term. You sign a one-page Order Form, every monthly service is month to month, and you can cancel any time by email before your next billing date. Your service runs to the end of the month you've already paid for.

What's refundable?

On Get Answered, your first month is money-back: within 30 days of go-live, email us and the first month's plan fee comes back. No form, no argument. If your receptionist isn't live within 7 business days of kickoff and the delay is ours, your Get Answered setup fee comes back. One refund, not two: if that setup fee comes back under Seven days, Thirty days doesn't also apply. The first half of a website build comes back in full if you cancel in writing before design starts. Otherwise setup fees, monthly fees, add-ons, projects and extra minutes are not refunded.

What does the setup fee cover?

The whole build, done for you, one time. One of our specialists writes your script from your kickoff call and you approve it before it answers a single call. The setup also covers your call flows and emergency rules, your price sheet and answers from your own information, calendar and booking connected, number forwarding set up with you, text-message registration with the carriers where texting is used, your voice and greeting, test calls before go-live, and the go-live checklist. It's charged once, at signing with your first month, and the Seven Days promise stands behind it: live within 7 business days of kickoff, or, if the delay is ours, the Get Answered setup fee comes back.

Your fix-list call · 15 to 30 minutes

What does a new client hear at 10:40 pm on a Saturday?

Book 15 to 30 minutes on video with one of our specialists. Nothing to prepare. You'll hear Riley answer with your firm's name, and you get the written fix list either way. Live within 7 business days of kickoff. No long-term contract. No minimum term. Cancel any time. 30-day money-back on your first month of Get Answered. Or call (866) 413-5421 and say you're a law firm. Please don't share real client details on the demo line.

Book my call

15 to 30 minutes on Google Meet.

Or call (866) 413-5421
What happens on the call
  1. We build a receptionist that answers with your business name. You dial it from your own phone and hear it book a job.
  2. We search for your business the way a customer would and show you who's above you.
  3. You get the written list, whether or not you hire us.
Call the demo Book my call